Mike Wilson: A New Cyclical Upturn?
With uncertainty around the effects of new central bank policy, investors should be on the lookout for sales growth, cost cutting and sectors that might be turning a corner on performance.----- Transc...
31 Jul 20233min
Andrew Sheets: Unexpected Behavior in Markets
Chief Cross-Asset Strategist Andrew Sheets explains why it’s increasingly more favorable to be a lender than an asset owner.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, ...
28 Jul 20233min
Global Autos: Are China’s Electric Vehicles Reshaping the Market?
With higher quality and lower costs, China’s electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head ...
27 Jul 20239min
Michael Zezas: Elections and Their Influence on Markets
Investors are questioning what new policy changes the 2024 election might bring, how the changes could affect markets and when they should start paying attention.----- Transcript -----Welcome to Thoug...
26 Jul 20233min
Mike Wilson: Expanding Valuations in Equity Markets
Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?----- Transcript -----Welcome to Thoughts on the M...
25 Jul 20233min
Erik Woodring: India’s Smartphone Market Poised to Take Off
India’s smartphone market could triple in size over the next decade, putting it behind only the U.S. and China.----- Transcript -----Welcome to Thoughts on the Market. I'm Erik Woodring, Morgan Stanle...
24 Jul 20233min
Japan: A New Era for Japanese Equities
With positive GDP growth and increasing revenues, Japan equities are becoming a preferred market globally. ----- Transcript -----Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan...
21 Jul 20235min
Japan: Finding Opportunity Across Sectors
As Japan anticipates shifts in structural policy and GDP growth, these are the industries within the market that are poised to benefit. Chief Asia Economist Chetan Ahya, Chief Japan Economist Takeshi ...
20 Jul 20238min
